Name Holding Trade Value Shares
Change
Change in
Stake
KCPG
1176
Kavar Capital Partners Group
Kansas
$875K +$909K +19,835 New
LI
1177
LMCG Investments
Massachusetts
$871K -$62K -1,352 -6%
HDIM
1178
Hanson & Doremus Investment Management
Vermont
$869K +$56.7K +1,236 +7%
CI
1179
Conning Inc
Connecticut
$868K -$169K -3,691 -16%
SRC
1180
Shufro Rose & Co
New York
$865K -$45.8K -1,000 -5%
BFIM
1181
Beese Fulmer Investment Management
Ohio
$864K -$51.3K -1,119 -5%
LFAS
1182
Level Four Advisory Services
Texas
$864K +$112K +2,451 +14%
CPA
1183
Capital Performance Advisors
California
$862K -$302K -6,596 -25%
AB
1184
ANB Bank
Colorado
$862K -$89.1K -1,943 -9%
IWA
1185
IVC Wealth Advisors
Pennsylvania
$860K -$42.1K -919 -5%
SWK
1186
Stephen W. Kidder
$860K -$89.4K -1,950 -9%
ATC
1187
Adirondack Trust Company
New York
$860K -$36K -785 -4%
PGA
1188
Portland Global Advisors
Maine
$859K -$6.74K -147 -0.7%
PFT
1189
Providence First Trust
Arizona
$858K +$891K +19,439 New
FWP
1190
FAS Wealth Partners
Kansas
$857K -$12.4K -270 -1%
LHC
1191
Little House Capital
Massachusetts
$854K +$887K +19,360 New
SW
1192
Simplicity Wealth
New Jersey
$854K +$184K +4,017 +26%
CIM
1193
CIM Investment Management
Pennsylvania
$854K -$3.12K -68 -0.4%
WWC
1194
Waypoint Wealth Counsel
Georgia
$852K -$381K -8,303 -30%
1SB
1195
1ST Source Bank
Indiana
$851K -$46.6K -1,016 -5%
TWA
1196
TCI Wealth Advisors
Arizona
$850K +$41K +894 +5%
AWC
1197
Abundance Wealth Counselors
Pennsylvania
$848K +$487K +10,631 +124%
LNB
1198
Ledyard National Bank
$847K -$17.3K -377 -2%
GIA
1199
Guyasuta Investment Advisors
Pennsylvania
$846K – – –
PIA
1200
Perennial Investment Advisors
California
$845K +$85.2K +1,858 +11%